At Vail Valley Asset Management we deliver investment management services and provide objective advice. Get more details by visiting www.vailvalleyam.com
The VVAM Mobile App provides our clients with a unique experience by giving you easy access to the most common features from the client portal. This includes a portfolio valuation, an overview of their accounts and investments, access to our News Feed posts, and more!
OVERVIEW FEATURE
• The Overview displays an interactive graph of your Portfolio Value versus Net Amount Invested.
• Update the time interval for the graph directly below it using the timeframe buttons such as YTD, QTD, 2019, etc.
• The Accounts displays the total value of each category that is a part of your portfolio including Cash, Investments, Credit, and Net Worth.
• Allows you to track your financial plan and your financial goals.
ACCOUNTS FEATURE
• Dive deeper into each account by viewing a breakdown of each account that is linked to the client portal.
• Clicking on an account will show the user the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary for that particular account.
• View more detailed information such as an an overview of the performance return compared to the benchmarks.
MENU
• The Menu is where you can schedule an appointment with your advisor, access the documents and statements uploaded to your Document Vault, and update the settings for the mobile app that relate to security and notifications.
Vail Valley Asset Management, LLC is a Registered Investment Advisory firm located and registered in Colorado. The firm’s services are not available in all states and the firm may need to seek additional registrations before working with a client in a state in which it is not presently registered.